Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRUIST FINANCIAL CORP
Report date December 31, 2023 · Filed January 03, 2024
Section 16 reporting ended · disclosed 2024-01-03. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 18:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000145 · f4_a1e2k00000rxrldua1-live.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000.447 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2023. F2 · balance_after: Includes 1,496.097 shares acquired between March 2022 through December 2022, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 16:54 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000143 · f4_a1e2k00000rxkghuat-live.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,671.35 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2022. F2 · balance_after: Includes 1,172.236 shares acquired between March 2021 and December 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 21:50 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 6,000 | $57.66 | $345,967.80 |
DisclosureSEC source: 0001225208-21-004084 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,087.114 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $57.6400 to $57.6700. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003798 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,087.114 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2021. F2 · balance_after: Includes 1,707.394 shares acquired between March 2020 and December 2020, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003701 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,825.72 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. F2 · balance_after: Includes 974.636 shares acquired between June 2019 and December 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:47 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 15,228 | $51.02 | $776,999.56 |
DisclosureSEC source: 0001225208-19-004512 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,928.084 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $51.0000 to $51.1700. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F2 · balance_after: Includes 404.620 shares acquired in March 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:57 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004039 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,751.464 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2019. F2 · balance_after: Includes 1,099.600 shares acquired between June 2018 and December 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 7,722 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · derivative · entry 6 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,722 shares Expires 2019-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 02/24/2010. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 4,285 | $0.00 Strike: $27.75 | $0.00 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · derivative · entry 5 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,285 shares Expires 2020-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/23/2011. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 3,221 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · derivative · entry 4 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,221 shares Expires 2021-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 3,221 | $27.73 | $89,318.33 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · nonDerivative · entry 3 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,194.864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 4,285 | $27.75 | $118,908.75 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · nonDerivative · entry 2 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,973.864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 7,722 | $16.88 | $130,347.36 |
DisclosureSEC source: 0001225208-18-009168 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,688.864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 221.435 shares acquired in March 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003891 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,745.429 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 5,797 | $0.00 Strike: $34.29 | $0.00 |
DisclosureSEC source: 0001225208-18-001759 · doc4.xml · derivative · entry 2 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,797 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 2/26/2009. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 5,797 | $34.29 | $198,779.13 |
DisclosureSEC source: 0001225208-18-001759 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,456.429 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 625.714 shares acquired between March 2017 and December 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004359 · doc4.xml · nonDerivative · entry 1 CABLIK ANNA R · CIK 0001195000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,033.715 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. F2 · balance_after: Includes 539.944 shares acquired between March 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.